Distribution

I have been trying to delete existing Sales Prices or change the expiry date with an import scenario.I can expiry them OK if the expiry date is null using the follow scenario: But once the expiry date it is set it appears that the existing records cannot be targeted to either delete or change the expiry date.  Is it possible?There is a post on How to Bulk delete all line items in Sales Prices | Community (acumatica.com), however there may be too many records for this manual method.

Hello Linkies,I have created a new PO report - PC PO (PC651000) in the system that I would like to add in place of the Print Purchase Order report as highlighted below.But I am unable to add the newly created report by modifying the Mailing & Printing tab in the Vendors (AP303000) form & Purchase Orders Preferences (PO101000) form.  Kindly let me know how can I achieve it. I am not looking to modify the already existing report.

Hi all!I’m trying to create a report for my company that will show inventory unit sales by INVENTORYID.So far, every combination I’ve tried is “tripling” the units sold in the final query.I have the below Joins:ARTran Full → InventoryItemARTran Left → ARInvoiceInventoryItem Left → POVendorInventoryInventoryItem Left→ InItemCostGrouped by: ARTran.InventoryID.Results Grid:VendorID VendorInventoryID InventoryCD InventoryItem.Descr (Calculated Field) → =sum(iif([ARTran.TranType] = ‘CRM’, -1 * [ARTran.Qty], [ARTran.Qty])All fields are showing correct except for the unit sales which seem to be tripled in quantity. Hoping someone can point out where this may be coming from :) Thank you!

We are currently doing stocktakes in this system for the first time.  We have had a couple of counts error in the Physical Inventory Review screen when trying to Complete PI.  The error we get is ‘Updating Item ##Inventory ID## in warehouse ##warehouse## quantity available will go negative.’ As an example the book quantity is 3 and we are trying to post a physical quantity of 0.  We don’t allow items to go into negative however that is across the whole system.  This has happened on about four of five items out of thousands.  Any ideas on why?  We have checked Inventory summary/allocations etc and nothing has been allocated. It is a rarely used part and has had the initial adjustment in, then a transfer that is pretty much it.

Hi Everyone,I prepared a sample email template to send package information when a shipment is confirmed.Currently, our end users go to Shipment → Print Shipment Confirmation → Select Email Template → Send Email.I have already prepared the Business Events and added the <foreach> loop in the email, which is working fine at the moment. However, due to our business requirements, we would like to send the email through the above process, but it does not work as expected.I tested using the following syntax: <foreach view=""> <foreach view="Transactions"> Could you please review and advise on the solutions or steps to resolve the issue. Same email template works when I use the Business event  

Is there a list of consultants that can help with setting up Acumatica and some minor accounting help.

Is anyone having issues with Import Scenarios in 2025 R1? I have checked all my entries and continue to receive error messages. I checked with AI and here is what I received: Key insight: You are doing everything correctly: mapping, source fields, commit, key. The error is internal to Acumatica’s Stock Item Summary import path, not your file. This is a known issue for many versions (including 2024 R2 / 2025 R1).

When I click on the ADD ITEMS TO PACKAGE on the SHIPMENT, the ITEMS are not in the same order as the PICK LIST. Why is that? and more importantly, how do you fix it?Please advise. Thanks!Roberto

Is there a way to automatically calculate the weight based on package contents (item weight x qty) when processing the packing of packages manually via the Shipment form? I noticed that if I use the Pick, Pack, Ship form or a scan gun (WMS), that the weights are calculated for each package. This same calculation is not working directly in the Shipment form.

I have a report designed based on the historical inventory valuation and I would want to introduce a date range parameter instead of using the Period as is with the standard Acumatica forms. I have the report date field selected via the filter but when I run the report on data is extracted.Has anyone worked with an inventory valuation report where one can draw the date parameter range instead of using a period?

Hey all!I want to understand how the dead stock inquiry is calculated. We are in a manufacturing setting so our consumption of inventory are “issues” instead of sales.  How is the “dead stock quantity” and the “In dead stock (Days)” calculated?  Thanks for your help!

Is there a best practice to setting up cycle counts? No matter what I try, the cycle count is selecting too many items. I tried a couple of different configurations for one of my company’s warehouses. The warehouse in question has about 13,000 items and I want to count every item 3 times per year spread out over the full year. I tried setting up a single cycle with a count frequency of 3 and assigned it to all items in the warehouse. I also set up multiple cycles, all with a frequency of 3 and randomly assigned them to items. Lastly, just for testing I created a cycle with a count frequency of 52. In every case Acumatica returned over 5,000 items to count in the first cycle count. This many items defeats the purpose of a cycle count. I would expect at a frequency of 3, the system would return 3,250 items to count [(13,000 * 3)/12]. What am I doing wrong?

Has anybody figured out how to show multiple tracking numbers per shipment, so we can have that populated in an email template to notify our customers with all tracking numbers along with the URL linked. Just looking for an example if somebody has cracked this code. Scenario: Shipment document might have few line items which needs to be shipped and the shipper packages into multiple boxes and gets tracking number for all those boxes, the tracking number gets stored against each package. How do we show those tracking numbers in the email template with looping so it has the tracking number and URL to click. Appreciate the response.

I’ve discovered an issue with the way Acumatica is managing the `POVendorInventory.IsDefault` field We have a number of items that can be purchased in multiple UOMs which are set up on the VENDORS tab of the stock item. When removing we remove one UOM from the POVendorInventory table, the other purchase units are updated with the `POVendorInventory.IsDefault` field unchecked, leaving the item with no default vendor! This error happens whether we manage the item from the stock item listing or the Vendor Inventory (PO201000) table. The most confusing issue is that when you remove a UOM and save, the isDefault checkbox remains checked as True unless you refresh the page or hit Esc. This gives the appearance the the vendor remains the default vendor for the other listed Purchase Units As I’ve noted elsewhere, this is a very odd field as it’s critical to a lot of purchasing and yet it is listed as “Nonexistent in DB” and can’t be updated via the Vendor Inventory (PO201000) screen or adjuste

Hi All,Has anyone encountered this issue before where no customers are showing up when we add a new SO. I am using a demo dataset. I appreciate all the help.Thanks.

In the case where an employee sometimes is reimbursed for Employee expenses (Travel, Living, Lodging and Entertainment come to mind) but also provides services which are not part of their employment contract, i.e. Advertising.When entering the bills for these activities, is there a way to indicate for each item whether it is reportable as a 1099 reportableactivity as opposed to an employee expense re-imbursement, which would not be considered income, and should not be reported on a 1099.

After hearing a lot of feedback around the number of scans and some confusion around the Set Qty feature during picking, we are designing an enhancement to the quantity entry for the Pick, Pack, and Ship screen. The following four sections are what we consider to be potential modes of behavior. Each section contains a Click Count which summarizes the actions required for each Mode. We will use an example of a shipment for five (5) units of one item.Legacy Mode: Quantity increases by 1 per scan. Using the Set Quantity button replaces the picked quantity with the number entered on the screen. To pick our example shipment, we would need the following steps: Scan the Shipment Number Scan the Location Scan the Item => (Quantity Picked: 1 of Quantity 5) Click Set Qty Enter 5 => (Quantity Picked: 5 of Quantity 5) Confirm Shipment Click Count: 6 actions total. 3 actions per line item. Incremental Qty Mode:  This mode is the same flow as Legacy Mode, only Quantity is Incremented rath

When creating a shipment from a sales order, is there a setting or configuration that does not automatically populate/allocate the Warehouse location? We would like to leave that blank/unallocated and give the picker all the qty on hand on the pick list.Once they pick, then they choose the location before confirming. 

We have a customer seeking “sales order automation”.  Essentially they want something similar to AP automation to read a customer PO and create sales order / quoteIs there a third party that could provide this functionality ?

I have a WIP import scenario that works if and only if the serial number that is being allocated is Available for Shipping, with is correct, but if one of the serials I am trying to allocate is not available the whole import scenario fails and no serials get allocated at all even the available ones.I get this error “ The record was not processed because of an error during processing of the previous record” Thank you for anything that might help me get to the bottom of this. 

Does anyone know why it is no longer possible to print shipping labels using Screen “Shipments”, ScreenID “SO302000” or Screen “Process Shipments”, ScreenID “SO503000” after shipping is confirmed or invoiced? → “Print Labels” is inactive → Only Shipments with confirmed status are listedAre there any settings that make reprinting possible in the cases described above?Thanks in advance.

Hi Team,Hi,I’ve just received a landed cost invoice (dated 2026) for goods on a purchase receipt in 2025. If I enter this bill at it’s current date in 2026, but assign the costs to the goods on the purchase receipt dated 2025, will it change our inventory value at Dec 31 2025 Year end?

Item in available in 2 locations at warehouse.  They shipment is created to pull from location “A”Using Pick Pack Ship the customer wished to be able to change the location to pull the product from location “B”I this possible ?  

We create a lot of BL orders and would like to email our client the full order so they know when to expect their product to be shipped to them. When we attempt to email that order. I get the following error. Is there something we are missing in our process to be able to send the whole BL order? This is just the initial BL. The ST send fine as they order is created. Also, if we want to change the options within each line, can that be changed via the options up top or will a new line have to be created with the new information?Thank You!Brent 

Hello, we are in 2024R1, can anyone please suggest the best way to hide this side panel. We are able to hide the actions inside the side panel but not the entire panel.